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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1026
Level Four Advisory Services
Texas
$478K +$155K +450 +51%
BO
1027
BRR OpCo
Ohio
$477K -$2.42M -7,028 -84%
BFA
1028
Bragg Financial Advisors
North Carolina
$477K -$330K -960 -67%
FIM
1029
Freedom Investment Management
Connecticut
$477K +$238K +693 +109%
TPA
1030
Trivium Point Advisory
Connecticut
$474K -$890K -2,586 -66%
VC
1031
Veery Capital
Delaware
$473K – – –
FMP
1032
Financial Management Professionals
Texas
$472K – – –
PCM
1033
Parsons Capital Management
Rhode Island
$472K – – –
RWA
1034
Ropes Wealth Advisors
Massachusetts
$470K -$87.7K -255 -16%
TA
1035
Tectonic Advisors
Texas
$470K – – –
RWP
1036
Revolve Wealth Partners
New Jersey
$469K +$449K +1,305 New
MOS
1037
MGO One Seven
Ohio
$468K -$562K -1,634 -56%
KWILP
1038
Kiwi Wealth Investments Limited Partnership
New Zealand
$465K -$3.41M -9,904 -88%
DCM
1039
Donaldson Capital Management
Indiana
$464K -$43.7K -127 -9%
ZIC
1040
ZWJ Investment Counsel
Georgia
$455K – – –
ACM
1041
Advisors Capital Management
New Jersey
$455K +$34.1K +99 +8%
IAG
1042
Investmark Advisory Group
Connecticut
$455K +$436K +1,267 New
TCBWMS
1043
Texas Capital Bank Wealth Management Services
Texas
$452K – – –
HIG
1044
Heritage Investment Group
Florida
$452K +$432K +1,257 New
FNBOH
1045
First National Bank of Hutchinson
Kansas
$451K +$2.75K +8 +0.6%
BCAM
1046
Boston Common Asset Management
Massachusetts
$451K +$23.7K +69 +6%
BWP
1047
BSW Wealth Partners
Colorado
$451K +$25.8K +75 +6%
LJHT
1048
Laurie J. Hall Trustee
$449K -$8.6K -25 -2%
CIAS
1049
Capital Investment Advisory Services
North Carolina
$448K +$26.8K +78 +7%
KWM
1050
Kingsview Wealth Management
Oregon
$445K -$29.9K -87 -7%
40 41
42
43 44